Insight Folios

For Advisors

You have an expectation of success, but you haven’t achieved it yet and you’re unsure why.

Maybe it’s because you’re not getting enough at bats with prospects.  Maybe the day-to-day running of your business is prohibitive. Maybe you’re being burned by the cost of unsuccessful marketing. Not to mention, there are just not enough hours in the day to get it all done.

We understand, and that’s why we built a process to help no matter where you are.

Meet Insight Folios

At Insight Folios,
we guide you through a simple three step process:

Take the first step

There are two types of financial advisors out there; those who are leading the charge, and those who want to be a part of something.

No matter which type of advisor you are, we’re here to guide you. Either way, you need to take the first step.

Showcase your value as an advisor

Your value as an advisor should shine the brightest when you’re doing your job, and that’s the very function you are hiding from your prospects and clients.

Because you are doing it all alone, in between meetings, while your prospects and clients are back at their homes.  Simplicitree was designed to change that, to get your prospects and clients involved in the planning process and see first hand the value you bring as an advisor.

If your planning software doesn’t prove your value, Simplicitree will.  Planning should be the foundation of your success.

Here’s what some of our members are saying

The techniques I have learned studying alongside Paul have changed my practice. Not only have I tripled my assets under management over the last three years, but I am working far less than at any other point in my career.  The only regret I have is not finding this system sooner!

Kevin Wray

Get Started

Let’s Plan Your Financial Future


The best way to move forward is to start a simple conversation.

Discover how Insightfolios can review your current situation and provide guidance or validation for your retirement strategy.












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